Could Your Roth Conversion Trigger an Unexpected Tax Bill?
About this episode
Mike Douglas discusses the implications of Roth conversions and tax planning in retirement.
Could a simple tax strategy create unexpected consequences if it's done incorrectly? On this episode from this past weekend’s radio show, Mike Douglas discusses Roth conversions, backdoor Roth strategies, and the often-overlooked IRS rules that can catch retirees by surprise. He explains how tax planning fits into a broader retirement strategy, why today’s tax environment matters, and how long-term care planning can impact families and retirement savings. The conversation highlights the importance of coordinating tax, income, and legacy planning to help avoid costly mistakes and prepare for the future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedIn See omnystudio.com/listener for privacy information.
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